September 6th 2024
New
Improved
Customizable Lead Stages:
Introduced an option in general settings to customize default lead stage names. Vendors can now add new stages, rename existing ones, or delete unused stages according to their business needs.
Automatic Status Change Configuration:
Added an option to control the automatic status change to "Ready for Payout" when a lead's stage is changed to "Won".
Enhanced Table Configuration:
Implemented table configuration options for both the lead list and partner list. Users can now customize the columns they want to view, making it easier to focus on relevant information.
Lead Stage Change by Partners:
Added a setting allowing partners to change the lead stage directly from the lead details page. This option is to be administered by vendor from General Settings. If enabled, It provides more control to partners to manage their leads effectively.
Improved Lead and Status Change Date Filters:
Updated the filters for Last update and Status update. Users can now filter by "older than" a specific number of days, enhancing user-friendliness and flexibility in filtering data.
CSV Import Instructions Update:
Modified the CSV import data instructions to include information on handling UTF-8 encoding. This ensures users can seamlessly upload and export data with special characters, such as Polish characters, without errors.
Email Notifications for Partners on leads assigned to them by a vendor or partner manager:
Partners now receive email notifications when a new lead is added by a vendor or partner manager. This keeps partners informed about the latest updates and changes in the system.